Upshot Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23K in total assets. In 2024, it awarded 4 grants totaling $27K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23K
-7.8% YoY
Annual Giving
$27K
+1.9% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$7K
+27.4% YoY
Under IRS private-foundation payout rules, Upshot Foundation Inc reported a distributable amount of $448 for 2024 — the minimum it must pay out in qualifying distributions.
About Upshot Foundation Inc
Based on IRS filings
Upshot Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23K in total assets. In 2024, it awarded 4 grants totaling $27K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,811 | $24,740 | $38,501 |
| Revenue | $31,307 | $10,000 | $35,000 |
| Expenses | $28,236 | $27,736 | $54,336 |
| Qualifying Distributions | $27,000 | $26,500 | $53,000 |
| Net Investment Income | — | — | — |
| Distributable Amount | $448 | $1,309 | $2,026 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Orlando Ballet Inc ($15,000), Special Olympics Florida Inc ($5,000), United Arts of Central Florida Inc ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ORLANDO BALLET INC ORLANDO, FL | SUPPORT FOR FINE ARTS | $15,000 |
| SPECIAL OLYMPICS FLORIDA INC WASHINGTON, DC | CONTRIBUTE EQUIPMENT, ATTIRE AND HEALTH SUPPLIES THAT CAN HELP TRANSFORM AN ATHLETE'S LIFE | $5,000 |
| UNITED ARTS OF CENTRAL FLORIDA INC ORLANDO, FL | SUPPORT FOR FINE ARTS | $5,000 |
| PREA FOUNDATION INC HARTFORD, CT | SUPPORT FOR REAL ESTATE ADVANCEMENT | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JENNIFER SOCARRAS | PRESIDENT | 0.25 | — |
| RAUL SOCARRAS | TREASURER | — | — |
| JUAN CARLOS GOMEZ | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Upshot Foundation Inc?
Upshot Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $23K in total assets as of 2024.
How large is Upshot Foundation Inc?
As of 2024, Upshot Foundation Inc holds $23K in total assets with $31K in annual revenue. It awarded 4 grants totaling $27K in 2024.
Where does Upshot Foundation Inc operate?
Upshot Foundation Inc has awarded grants in Connecticut, District of Columbia, Florida, Texas.
What size grants does Upshot Foundation Inc award?
In 2024, Upshot Foundation Inc awarded 4 grants totaling $27K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Upshot Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Upshot Foundation Inc reported a distributable amount of $448 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Upshot Foundation Inc's EIN?
Upshot Foundation Inc's EIN (Employer Identification Number) is 84-2619549. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Upshot Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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